Samsung Electro-Mechanics topped net purchases through 11 a.m. on the morning of the 2nd among Mirae Asset Securities clients ranked in the top 1% by investment returns over the past month, after disclosing a long-term multilayer ceramic capacitor supply agreement worth 1.0722 trillion won, or about $740 million, for artificial intelligence servers to an unidentified global AI chipmaker. The stock traded at 1,416,000 won, down 0.98% in a weak market, while Alteogen and Samsung C&T ranked second and third in net buying; Samsung Electronics, SK hynix, and Shinhan Financial Group led net sales. The contract equals 9.5% of last year’s revenue and, with earlier next-year deals of 454 billion won in June and 295.1 billion won in July, brings MLCC supply contracts for next year to about 1.82 trillion won. Daol Investment & Securities has maintained a buy rating and 2.8 million won target, citing bundled sizes and capacities, open price ceilings, high-90% utilization, and an early AI server MLCC price upcycle, while IBK Investment & Securities previously put the order at 12.3% of projected 2027 MLCC revenue and kept a buy rating with a 1.75 million won target. Analysts link the high-return buying to expectations the company can lead in premium AI-server MLCCs as servers use more high-capacity parts than conventional systems, with Goldman Sachs projecting that market to expand from $1.4 billion to $5.8 billion by 2030.